Merit Financial Group’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Merit Financial Group’s Portfolio ONEY Stock Details ONEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$506K	Hold	4,114	–	–	﹤0.01%	1568
2026 Q2	$527K	Sell	4,114 -1,417	-26%	-$179K	﹤0.01%	1468
2026 Q1	$664K	Buy	+5,531	New	+$671K	﹤0.01%	1201

Other funds holding ONEY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

Collaborative Wealth Management Lake Mary, Florida $238M AUM 10.68% 1-Year Est. Return

FWM

FMA Wealth Management Duxbury, Massachusetts $159M AUM 9.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Merit Financial Group's ONEY Position: Q3 2026 in Review

Merit Financial Group held its State Street SPDR Russell 1000 Yield Focus ETF (ONEY) position steady in Q3 2026 at 4,114 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Merit Financial Group first reported a position in ONEY in Q1 2026 and has held it in 3 quarters since. The position peaked at $664K in Q1 2026. 66 funds tracked by Wall St. Rank hold ONEY as of Q3 2026.

Merit Financial Group held 4,114 shares of State Street SPDR Russell 1000 Yield Focus ETF worth $506K as of Q3 2026.
Merit Financial Group left its State Street SPDR Russell 1000 Yield Focus ETF share count unchanged in Q3 2026.
State Street SPDR Russell 1000 Yield Focus ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1568 holding.
Merit Financial Group first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q1 2026 and has held it in 3 quarters since.
Merit Financial Group's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $664K in Q1 2026.
66 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.